Partners Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Partners Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$646K	Buy	8,892 +435	+5%	+$31.1K	0.63%	44
2026 Q1	$592K	Hold	8,457	–	–	0.61%	45
2025 Q4	$566K	Buy	8,457 +150	+2%	+$10.2K	0.59%	45
2025 Q3	$568K	Hold	8,307	–	–	0.56%	50
2025 Q2	$595K	Hold	8,307	–	–	0.68%	45
2025 Q1	$595K	Buy	8,307 +375	+5%	+$25.5K	0.67%	45
2024 Q4	$520K	Buy	+7,932	New	+$545K	0.59%	50

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Partners Wealth Management's IYK Position: Q2 2026 in Review

Partners Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 5.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 8,892 shares worth $646K. The position accounts for 0.63% of the portfolio, ranked #44.

Partners Wealth Management first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Partners Wealth Management held 8,892 shares of iShares US Consumer Staples ETF worth $646K as of Q2 2026.
Partners Wealth Management bought 435 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $31.1K.
iShares US Consumer Staples ETF made up 0.63% of Partners Wealth Management's portfolio in Q2 2026, its #44 holding.
Partners Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.